[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @teddy_okuyama Teddy Okuyama Teddy Okuyama posts on X about japan, stocks, caps, money the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1959362674896302080/interactions)  - X Week XXXXXX +55% - X Month XXXXXX +133,227% ### Mentions: XX [#](/creator/twitter::1959362674896302080/posts_active)  - X Week XX +2.30% - X Month XX +911% ### Followers: XXX [#](/creator/twitter::1959362674896302080/followers)  - X Week XXX +28% - X Month XXX +3,954% ### CreatorRank: XXXXXXX [#](/creator/twitter::1959362674896302080/influencer_rank)  ### Social Influence [#](/creator/twitter::1959362674896302080/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [japan](/topic/japan) 7.94%, [stocks](/topic/stocks) 3.17%, [caps](/topic/caps) 3.17%, [money](/topic/money) 3.17%, [debt](/topic/debt) #1482, [has been](/topic/has-been) 3.17%, [next to](/topic/next-to) 1.59%, [$8570t](/topic/$8570t) 1.59%, [$8267t](/topic/$8267t) 1.59%, [$8905t](/topic/$8905t) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@altaycapital](/creator/undefined) [@taobanker](/creator/undefined) [@citizenpaul4](/creator/undefined) [@safecheapstocks](/creator/undefined) [@handsomeman2013](/creator/undefined) [@btcr3volution](/creator/undefined) [@gringabrazilien](/creator/undefined) [@zerohedge](/creator/undefined) [@mikefritzell](/creator/undefined) [@basteph](/creator/undefined) [@mrbdelany](/creator/undefined) [@bobbychanleb](/creator/undefined) [@noatake1127](/creator/undefined) [@maakun1988](/creator/undefined) [@wingsorc](/creator/undefined) [@jukanlosreve](/creator/undefined) [@nikkei](/creator/undefined) [@aryarya](/creator/undefined) [@lizannsonders](/creator/undefined) **Top assets mentioned** [Palo Alto Networks Inc (PANW)](/topic/$panw) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) ### Top Social Posts [#](/creator/twitter::1959362674896302080/posts) --- Top posts by engagements in the last XX hours "@noatake1127 @grok look up Japanese publicly listed solid state battery companies. Also why are solid state battery stocks surging in the US" [X Link](https://x.com/teddy_okuyama/status/1974293975290003484) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-04T02:02Z XXX followers, 1960 engagements "Elon talking about 2026 AGI while business owners in Japan still journalize expenses in Excel and send invoices manually" [X Link](https://x.com/teddy_okuyama/status/1979971472648257927) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T18:02Z XXX followers, XXX engagements "@taobanker @CitizenPaul4 I used to live like XX minutes away from their HQ. Sakai has come a long way - it's next to an Aeon Mall which has decent footfall" [X Link](https://x.com/teddy_okuyama/status/1980040681159806985) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T22:37Z XXX followers, XX engagements "@taobanker @CitizenPaul4 It's illiquid. I'd look for shares via private allotment instead (if available). It'll be a pain in the ass to figure it out though" [X Link](https://x.com/teddy_okuyama/status/1980042741393641732) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T22:45Z XXX followers, XX engagements "@CitizenPaul4 @taobanker It does say that someone owns 25000 shares via Interactive Brokers" [X Link](https://x.com/teddy_okuyama/status/1980044953561784686) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T22:54Z XXX followers, XX engagements "I've long advocated taking the whole sector private (e.g. by Carlyle) along the lines of tender for TRYT in June. Just consolidate the sector create an oligopoly" [X Link](https://x.com/teddy_okuyama/status/1974798154634776642) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-05T11:25Z XXX followers, XXX engagements "Japanese mid cap AI-cybersecurity stock akin to Palo Alto ($PANW) trading at 35x fwd PE vs. PANW's 55x: Trend Micro (4704). $1.6bn recurring revs XX% operating margin net cash XX % of market cap" [X Link](https://x.com/teddy_okuyama/status/1975352506491506731) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-07T00:08Z XXX followers, XXX engagements "Feels like short selling algos in JP small caps - they're just trained to short volatility. They fade with size and somehow market makers are collaborating because order books suddenly get thin and then it just fades until vol tapers and price reverts back" [X Link](https://x.com/teddy_okuyama/status/1976142957745996032) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T04:29Z XXX followers, XXX engagements "@MikeFritzell same with NGTG (319A) JP small caps have crazy run-up power" [X Link](https://x.com/teddy_okuyama/status/1976200887954702684) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T08:19Z XXX followers, XXX engagements "Norinchukin is the 'central bank' of Japan's agricultural cooperatives (JA Group). They collect deposits from farmers & fishers and manages their money. Imagine your custodian losing $12bn in writedowns last year and then $1.75bn in First Brands this year" [X Link](https://x.com/teddy_okuyama/status/1976791913912320306) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-10T23:28Z XXX followers, XXX engagements "Also Norinchukin's overseas investments (amid low-rates at home) has historically subsidized 'low-margin agriculture loans' in Japan. This is effectively signalling a future 'rate hike' for Japanese farmers - i.e. higher domestic food prices" [X Link](https://x.com/teddy_okuyama/status/1976791916483428802) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-10T23:28Z XXX followers, XXX engagements "Every sell-off creates new opportunities: In Japan there will be many stocks trading 5x EV/EBIT with XX% EBIT margins XX% topline CAGR. The very fact it's a compounder but below 5x ebit serves as a floor" [X Link](https://x.com/teddy_okuyama/status/1977120607344169237) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-11T21:14Z XXX followers, 2104 engagements "@MikeFritzell Thanks in Japan's case we also have a demographic implosion. Also the rural people you meet first-hand they are not the types who benefit from digital banks" [X Link](https://x.com/teddy_okuyama/status/1978679966842696133) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-16T04:30Z XXX followers, XXX engagements "Thesis: Short Lasertec (6920) X SamsungKLAs CNT-based EUV mask inspection tool debuts at SPIE Photomask 2025 projected XX% cheaper than Lasertecs gear. X Success = Samsung breaks free from Japans monopoly toolchain. X Validation shatters Lasertecs EUV moat. See below👇" [X Link](https://x.com/teddy_okuyama/status/1978782464626528338) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-16T11:17Z XXX followers, XXX engagements "@AltayCapital @Basteph_ Yeah it's below NAV for now so it'll likely issue more shares once above NAV. Meanwhile it has a BTC income business (recurring BTC-denominated yield through covered calls secured lending and basis trades.) So BTC is a 'productive' treasury asset" [X Link](https://x.com/teddy_okuyama/status/1979020444456849735) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T03:03Z XXX followers, XXX engagements "So recession proxies like Shimamura 8227 are supposed to rise right. Are we in a recession though" [X Link](https://x.com/teddy_okuyama/status/1979066329513546049) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T06:05Z XXX followers, XXX engagements "If AI replaces junior-level analysts where do the senior-level analysts then come from" [X Link](https://x.com/teddy_okuyama/status/1980046030440997038) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T22:58Z XXX followers, XXX engagements "Premium men's cosmetics are booming in Japan. Similar trends seen in US (Dr. Squatch (acquired @ $1bn+) Harry's ($300mn funding). In Japan you get first dibs in the public market: LIPPS 373A (c.a. $65mn mcap; 14.8x fwd PE XX% rev growth guide @ XX% ebit margins) IPO June 2025" [X Link](https://x.com/teddy_okuyama/status/1970219713235165398) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-09-22T20:12Z XXX followers, 9281 engagements "IDOM operates one-stop used-car outlets under its 'Gulliver' brand. If you ever travel to Japan you might see one of their roadside stores. IDOM's share price has been dropping ever since a sharp drop in used car prices in late FY25. But Q2 finally showed signs of normalization" [X Link](https://x.com/teddy_okuyama/status/1978440272250855829) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-15T12:38Z XXX followers, XXX engagements "August gross profit/unit hit target levels but overall profit still declined due to their "Big Box" strategy. IDOM is rolling out 'Large-format stores' that combine outlets with showrooms maintenance and aftersales. Each Big Box costs 300m capex and they opened X in 1H" [X Link](https://x.com/teddy_okuyama/status/1978440277451841547) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-15T12:38Z XXX followers, XX engagements "What these Big Boxes represent is a fundamental shift in business model - from 'trading' to a 'service ecosystem'. In their mid-term plan IDOM states they want trading to account for XX% of gross profit financial products XX% and ancillary/aftersales 25%" [X Link](https://x.com/teddy_okuyama/status/1978440282845692296) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-15T12:38Z XXX followers, XX engagements "Do large-cap investors even look at valuation these days or is it just passive flows. The only large cap that passes my 10x EV/EBIT screen today are Otsuka 4578 and Suntory 2587. The rest (about XXX names) are SMIDs" [X Link](https://x.com/teddy_okuyama/status/1979330284257710331) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T23:34Z XXX followers, 6935 engagements "Japanese households park 1100trn yen in deposits at 0%. We provide 'free lunch' to the government so the BOJ can suppress yields. And then that low yield becomes the 'free lunch' for global carry trades. But about 1/2 of the people here I talk to are now losing trust in the yen" [X Link](https://x.com/teddy_okuyama/status/1979727069404909632) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T01:51Z XXX followers, 1535 engagements "@HandsomeMan2013 My macro view is anchored in my first-hand experience of people here (incl. my wife) starting to question the yen & deposits. I then deduce: yield suppression no longer works but without it the global bubble would burst. That then leads to 'currency debasement' as the solution" [X Link](https://x.com/teddy_okuyama/status/1979736112626381177) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T02:27Z XXX followers, XXX engagements "@HandsomeMan2013 Under Takaichis leadership Japans policy focus is likely to shift toward debt sustainability through asset-price support i.e. tolerating a weaker yen and moderate inflation as the cost of stability. On that basis my view is that USD/JPY could trend from XXX toward 170180" [X Link](https://x.com/teddy_okuyama/status/1979738996285817071) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T02:38Z XXX followers, XXX engagements "@katakana_kurisu Next few years likely just a continuation of tougher and tougher life for most people. Only way to break free is self-reliance and zero trust" [X Link](https://x.com/teddy_okuyama/status/1979757361645617617) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T03:51Z XXX followers, XXX engagements "@MrBDelany I meant Japanese savers. When we deposit money at banks or buy financial products with e.g. XXX% returns we are effectively lending money to banks at that rate. It's like free lunch for them" [X Link](https://x.com/teddy_okuyama/status/1979972107712057539) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T18:05Z XXX followers, XX engagements "Best mid-cap pitch right now $2501.T 👇" [X Link](https://x.com/teddy_okuyama/status/1979696543952441510) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-18T23:50Z XXX followers, 3037 engagements "@Mufasa_Capital Depends. Many are opening NISA accounts. eMAXIS Slim US & All-Country Equity Funds is the most popular fund" [X Link](https://x.com/teddy_okuyama/status/1979843067197940136) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T09:32Z XXX followers, XXX engagements "JDSC 4418 crazy spike in volume. Smallcap partners with Softbank on AI agent development and silently drops it in their press release.lucky those who had their alerts on" [X Link](https://x.com/teddy_okuyama/status/1980099918074450124) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-20T02:33Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@teddy_okuyama Teddy Okuyama
Teddy Okuyama posts on X about japan, stocks, caps, money the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +55%
- X Month XXXXXX +133,227%
Mentions: XX #
- X Week XX +2.30%
- X Month XX +911%
Followers: XXX #
- X Week XXX +28%
- X Month XXX +3,954%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% celebrities XXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXXX%
Social topic influence japan 7.94%, stocks 3.17%, caps 3.17%, money 3.17%, debt #1482, has been 3.17%, next to 1.59%, $8570t 1.59%, $8267t 1.59%, $8905t XXXX%
Top accounts mentioned or mentioned by @grok @altaycapital @taobanker @citizenpaul4 @safecheapstocks @handsomeman2013 @btcr3volution @gringabrazilien @zerohedge @mikefritzell @basteph @mrbdelany @bobbychanleb @noatake1127 @maakun1988 @wingsorc @jukanlosreve @nikkei @aryarya @lizannsonders
Top assets mentioned Palo Alto Networks Inc (PANW) Jefferies Financial Group Inc. (JEF)
Top Social Posts #
Top posts by engagements in the last XX hours
"@noatake1127 @grok look up Japanese publicly listed solid state battery companies. Also why are solid state battery stocks surging in the US"
X Link @teddy_okuyama 2025-10-04T02:02Z XXX followers, 1960 engagements
"Elon talking about 2026 AGI while business owners in Japan still journalize expenses in Excel and send invoices manually"
X Link @teddy_okuyama 2025-10-19T18:02Z XXX followers, XXX engagements
"@taobanker @CitizenPaul4 I used to live like XX minutes away from their HQ. Sakai has come a long way - it's next to an Aeon Mall which has decent footfall"
X Link @teddy_okuyama 2025-10-19T22:37Z XXX followers, XX engagements
"@taobanker @CitizenPaul4 It's illiquid. I'd look for shares via private allotment instead (if available). It'll be a pain in the ass to figure it out though"
X Link @teddy_okuyama 2025-10-19T22:45Z XXX followers, XX engagements
"@CitizenPaul4 @taobanker It does say that someone owns 25000 shares via Interactive Brokers"
X Link @teddy_okuyama 2025-10-19T22:54Z XXX followers, XX engagements
"I've long advocated taking the whole sector private (e.g. by Carlyle) along the lines of tender for TRYT in June. Just consolidate the sector create an oligopoly"
X Link @teddy_okuyama 2025-10-05T11:25Z XXX followers, XXX engagements
"Japanese mid cap AI-cybersecurity stock akin to Palo Alto ($PANW) trading at 35x fwd PE vs. PANW's 55x: Trend Micro (4704). $1.6bn recurring revs XX% operating margin net cash XX % of market cap"
X Link @teddy_okuyama 2025-10-07T00:08Z XXX followers, XXX engagements
"Feels like short selling algos in JP small caps - they're just trained to short volatility. They fade with size and somehow market makers are collaborating because order books suddenly get thin and then it just fades until vol tapers and price reverts back"
X Link @teddy_okuyama 2025-10-09T04:29Z XXX followers, XXX engagements
"@MikeFritzell same with NGTG (319A) JP small caps have crazy run-up power"
X Link @teddy_okuyama 2025-10-09T08:19Z XXX followers, XXX engagements
"Norinchukin is the 'central bank' of Japan's agricultural cooperatives (JA Group). They collect deposits from farmers & fishers and manages their money. Imagine your custodian losing $12bn in writedowns last year and then $1.75bn in First Brands this year"
X Link @teddy_okuyama 2025-10-10T23:28Z XXX followers, XXX engagements
"Also Norinchukin's overseas investments (amid low-rates at home) has historically subsidized 'low-margin agriculture loans' in Japan. This is effectively signalling a future 'rate hike' for Japanese farmers - i.e. higher domestic food prices"
X Link @teddy_okuyama 2025-10-10T23:28Z XXX followers, XXX engagements
"Every sell-off creates new opportunities: In Japan there will be many stocks trading 5x EV/EBIT with XX% EBIT margins XX% topline CAGR. The very fact it's a compounder but below 5x ebit serves as a floor"
X Link @teddy_okuyama 2025-10-11T21:14Z XXX followers, 2104 engagements
"@MikeFritzell Thanks in Japan's case we also have a demographic implosion. Also the rural people you meet first-hand they are not the types who benefit from digital banks"
X Link @teddy_okuyama 2025-10-16T04:30Z XXX followers, XXX engagements
"Thesis: Short Lasertec (6920) X SamsungKLAs CNT-based EUV mask inspection tool debuts at SPIE Photomask 2025 projected XX% cheaper than Lasertecs gear. X Success = Samsung breaks free from Japans monopoly toolchain. X Validation shatters Lasertecs EUV moat. See below👇"
X Link @teddy_okuyama 2025-10-16T11:17Z XXX followers, XXX engagements
"@AltayCapital @Basteph_ Yeah it's below NAV for now so it'll likely issue more shares once above NAV. Meanwhile it has a BTC income business (recurring BTC-denominated yield through covered calls secured lending and basis trades.) So BTC is a 'productive' treasury asset"
X Link @teddy_okuyama 2025-10-17T03:03Z XXX followers, XXX engagements
"So recession proxies like Shimamura 8227 are supposed to rise right. Are we in a recession though"
X Link @teddy_okuyama 2025-10-17T06:05Z XXX followers, XXX engagements
"If AI replaces junior-level analysts where do the senior-level analysts then come from"
X Link @teddy_okuyama 2025-10-19T22:58Z XXX followers, XXX engagements
"Premium men's cosmetics are booming in Japan. Similar trends seen in US (Dr. Squatch (acquired @ $1bn+) Harry's ($300mn funding). In Japan you get first dibs in the public market: LIPPS 373A (c.a. $65mn mcap; 14.8x fwd PE XX% rev growth guide @ XX% ebit margins) IPO June 2025"
X Link @teddy_okuyama 2025-09-22T20:12Z XXX followers, 9281 engagements
"IDOM operates one-stop used-car outlets under its 'Gulliver' brand. If you ever travel to Japan you might see one of their roadside stores. IDOM's share price has been dropping ever since a sharp drop in used car prices in late FY25. But Q2 finally showed signs of normalization"
X Link @teddy_okuyama 2025-10-15T12:38Z XXX followers, XXX engagements
"August gross profit/unit hit target levels but overall profit still declined due to their "Big Box" strategy. IDOM is rolling out 'Large-format stores' that combine outlets with showrooms maintenance and aftersales. Each Big Box costs 300m capex and they opened X in 1H"
X Link @teddy_okuyama 2025-10-15T12:38Z XXX followers, XX engagements
"What these Big Boxes represent is a fundamental shift in business model - from 'trading' to a 'service ecosystem'. In their mid-term plan IDOM states they want trading to account for XX% of gross profit financial products XX% and ancillary/aftersales 25%"
X Link @teddy_okuyama 2025-10-15T12:38Z XXX followers, XX engagements
"Do large-cap investors even look at valuation these days or is it just passive flows. The only large cap that passes my 10x EV/EBIT screen today are Otsuka 4578 and Suntory 2587. The rest (about XXX names) are SMIDs"
X Link @teddy_okuyama 2025-10-17T23:34Z XXX followers, 6935 engagements
"Japanese households park 1100trn yen in deposits at 0%. We provide 'free lunch' to the government so the BOJ can suppress yields. And then that low yield becomes the 'free lunch' for global carry trades. But about 1/2 of the people here I talk to are now losing trust in the yen"
X Link @teddy_okuyama 2025-10-19T01:51Z XXX followers, 1535 engagements
"@HandsomeMan2013 My macro view is anchored in my first-hand experience of people here (incl. my wife) starting to question the yen & deposits. I then deduce: yield suppression no longer works but without it the global bubble would burst. That then leads to 'currency debasement' as the solution"
X Link @teddy_okuyama 2025-10-19T02:27Z XXX followers, XXX engagements
"@HandsomeMan2013 Under Takaichis leadership Japans policy focus is likely to shift toward debt sustainability through asset-price support i.e. tolerating a weaker yen and moderate inflation as the cost of stability. On that basis my view is that USD/JPY could trend from XXX toward 170180"
X Link @teddy_okuyama 2025-10-19T02:38Z XXX followers, XXX engagements
"@katakana_kurisu Next few years likely just a continuation of tougher and tougher life for most people. Only way to break free is self-reliance and zero trust"
X Link @teddy_okuyama 2025-10-19T03:51Z XXX followers, XXX engagements
"@MrBDelany I meant Japanese savers. When we deposit money at banks or buy financial products with e.g. XXX% returns we are effectively lending money to banks at that rate. It's like free lunch for them"
X Link @teddy_okuyama 2025-10-19T18:05Z XXX followers, XX engagements
"Best mid-cap pitch right now $2501.T 👇"
X Link @teddy_okuyama 2025-10-18T23:50Z XXX followers, 3037 engagements
"@Mufasa_Capital Depends. Many are opening NISA accounts. eMAXIS Slim US & All-Country Equity Funds is the most popular fund"
X Link @teddy_okuyama 2025-10-19T09:32Z XXX followers, XXX engagements
"JDSC 4418 crazy spike in volume. Smallcap partners with Softbank on AI agent development and silently drops it in their press release.lucky those who had their alerts on"
X Link @teddy_okuyama 2025-10-20T02:33Z XXX followers, XXX engagements